Dubber Corporation Limited · ASX:DUB
Dubber — Thorney Investment Forum 2019
17 slides from Dubber's conference presentation, Nov 20, 2019
Slide 1: Thorney Investment Forum – Company Presentations
Thorney Technologies Ltd ABN 66 096 782 188 ASX Announcement: 20 November 2019 ASX Code: TEK For personal use only THORNEY INVESTMENT FORUM – COMPANY PRESENTATIONS Please find attached a company presentation from Dubber Corporation Ltd [ASX:DUB] being presented at today’s Thorney Investment Forum in
Slide 2: Dubber Corporation Limited Investor Presentation
For personal use only Dubber Corporation Limited ASX:DUB Investor Presentation Thorney Investor Forum 20 November 2019
Slide 3: A Call Recording Platform as a Service
For personal use only A Call Recording Platform as a Service Dubber is the world’s leading and only call recording Platform as a Service for Telecommunications Service Providers. Dubber Vision Call recording is a feature that should be available 1 immediately as part of your telecommunications servi
Slide 4: Introducing Dubber
Introducing Dubber For personal use only Disruptor Leader Scalable Essential Innovator Disrupting a multi-billion- Industry leader, appealing to A global company with An essential service offering Provides call recording for dollar industry Enterprise, business and scalable technology and a for lead
Slide 5: Platform of Choice for Global Leaders
Platform of Choice for Global For personal use only Leaders • Dubber has been chosen by 113 telecommunications service providers globally, including AT&T • Dubber is a core service for Cisco Systems, the world’s largest networking company • To capture voice data for Insights, sentiment, AI and value
Slide 6: The Platform and Marketplace
Marketplace Productise insights For personal use only Available as a bolt on The Platform Call Recording Connected at a Network level Capturing voice data Foundation for AI Dubber AI Insights for businesses Direct seed to CRM Improving business processes
Slide 7: Global Availability
Global Availability IBM & Cisco partnerships have assisted with global availability For personal use only
Slide 8: FY19 Full Year Highlights
FY19 | Full Year Highlights For personal use only $5.54m ▲ 269% Operating revenue in 2019 Increase in operating revenue 94,825 ▲ 222% Users in 2019 Increase in users 106 ▲ 179% Telecommunications provider in 2019 Increase in Telecommunications provider $19.6m Cash at bank at 30 June 2019
Slide 9: Dubber Call Recording Revenue – YoY
Dubber Call Recording Revenue – YoY $2.15M Q1 FY20 $10.2M For personal use only AUD CARR* $2,000,000 200% ON SEP 2018 $1,500,000 $1,000,000 $500,000 $0 Sep 17 Dec 17 Mar 18 Jun 18 Sep 18 Dec 18 Mar 19 Jun 19 Sep 19 *CARR is calculated by number of billable users x average revenue per user (ARPU) and
Slide 10: User Growth
User Growth 117,668 For personal use only Total Users 120,000 165% ON SEP 2018 100,000 80,000 60,000 40,000 20,000 0 Sep 15 Jun 16 Jun 17 Jun 18 Jun 19 Sep 19
Slide 11: Service Provider Growth
Service Provider Growth 98% ON SEP 2018 (CONTRACTED) For personal use only Billing Contracted (Opportunity to Enable) 79% ON SEP 2018 (BILLING) 113 106 103 92 57 38 36 52 33 40 43 29 35 29 23 17 19 11 Sep 17 Dec 17 Mar 18 Jun 18 Sep 18 Dec 18 Mar 19 Jun 19 Sep 19
Slide 12: Bundling essential services drives growth
Bundling essential services drives growth For personal use only USERS 14000 32% OF CUSTOMER BASE Case Study 12000 An early Service Provider adopter of the Dubber Platform as a Service. 10000 8000 26% 23% 6000 16% 4000 2000 0 Mar-17 Jun-19
Slide 13: Unique Access to 650+ Global Telcos
UNIQUE ACCESS TO 650+ GLOBAL TELCO’S The Platform of choice for: Cisco BroadSoft For personal use only OCTOBER 2019 650+ 52 x Billing Telcos =117,668 users and growing 113 52 “ Dubber’s call recording and data capture services will form part of our core BroadSoft Business cloud PBX and unified commu
Slide 14: Dubber in FY20
Dubber in FY20 For personal use only Consolidating Dubber as the Platform of choice for global 1 Tier 1 Carriers 2 Mobile network Call Recording and Voice AI Leveraging Dubber’s position with Cisco inline with their 3 own Cloud strategy 4 Continued focus on Dubber’s key metrics
Slide 15: Uniquely set up for global scale
Uniquely set up for global scale For personal use only Two growing markets; Call Recording & AI Long tail of future revenue; integrating at network core Significant operating leverage; cloud infrastructure and cost base Global Sales Channel; via world class partnerships Global scalable opportunities
Slide 16: Corporate Profile
Corporate Profile For personal use only Board of Directors ASX Ticker DUB • Peter Clare Non-Executive Chairman • Steve McGovern Managing Director Number of share on issue* 189.6m • Peter Pawlowitsch Non-Executive Director • Gerard Bongiorno Non-Executive Director Options on issue* 7.585m Share price
Slide 17: For more information please contact
For personal use only dubber.net For more information please contact: Investors Media Simon Hinsley simon.hinsley@dubber.net +61 (0) 401 809 653 Terry Alberstein terry@navigatecommunication.com.au +61 (0) 458 484 921